Sound View Wealth Advisors Group, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.2T
Holdings
406
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SHYISHARES TR | 9,939 | $822.3M | 0.07% | |
| 202 | PRKPARK NATL CORP | 5,393 | $816.5M | 0.07% | |
| 203 | ITCIEURINTRA-CELLULAR THERAPIES INC | 6,189 | $816.5M | 0.07% | |
| 204 | AONAON PLC | 2,037 | $812.9M | 0.07% | |
| 205 | INTCINTEL CORP | 35,680 | $810.3M | 0.07% | |
| 206 | MUBISHARES TR | 7,650 | $806.6M | 0.07% | |
| 207 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,848 | $804.8M | 0.07% | |
| 208 | GEGE AEROSPACE | 4,016 | $803.8M | 0.07% | |
| 209 | MRVLMARVELL TECHNOLOGY INC | 12,534 | $771.7M | 0.06% | |
| 210 | HSYHERSHEY CO | 4,351 | $744.2M | 0.06% | |
| 211 | SMHVANECK ETF TRUST | 3,511 | $742.5M | 0.06% | |
| 212 | DWDMORGAN STANLEY | 6,363 | $742.4M | 0.06% | |
| 213 | GSGOLDMAN SACHS GROUP INC | 1,338 | $730.9M | 0.06% | |
| 214 | AMATAPPLIED MATLS INC | 4,992 | $724.4M | 0.06% | |
| 215 | IJRISHARES TR | 6,813 | $712.5M | 0.06% | |
| 216 | VEAVANGUARD TAX-MANAGED FDS | 13,984 | $710.8M | 0.06% | |
| 217 | CARRCARRIER GLOBAL CORPORATION | 11,164 | $707.8M | 0.06% | |
| 218 | DFUVDIMENSIONAL ETF TRUST | 17,170 | $707.6M | 0.06% | |
| 219 | IVOOVANGUARD ADMIRAL FDS INC | 7,013 | $692.2M | 0.06% | |
| 220 | IBMSISHARES TR | 27,211 | $691.2M | 0.06% | |
| 221 | CSXCSX CORP | 23,433 | $689.6M | 0.06% | |
| 222 | TRVTRAVELERS COMPANIES INC | 2,596 | $686.5M | 0.06% | |
| 223 | PNCPNC FINL SVCS GROUP INC | 3,839 | $674.8M | 0.06% | |
| 224 | POCTINNOVATOR ETFS TRUST | 17,323 | $673.0M | 0.06% | |
| 225 | LCTUBLACKROCK ETF TRUST | 10,771 | $652.8M | 0.05% | |
| 226 | VBVANGUARD INDEX FDS | 2,907 | $644.7M | 0.05% | |
| 227 | IBITISHARES BITCOIN TRUST ETF | 13,737 | $643.0M | 0.05% | |
| 228 | XLESELECT SECTOR SPDR TR | 6,832 | $638.5M | 0.05% | |
| 229 | PPLPPL CORP | 17,144 | $619.1M | 0.05% | |
| 230 | IWOISHARES TR | 2,422 | $618.9M | 0.05% | |
| 231 | IJHISHARES TR | 10,519 | $613.8M | 0.05% | |
| 232 | IGMISHARES TR | 6,705 | $607.9M | 0.05% | |
| 233 | SPGSIMON PPTY GROUP INC NEW | 3,631 | $603.1M | 0.05% | |
| 234 | USBUS BANCORP DEL | 14,256 | $601.9M | 0.05% | |
| 235 | CRWDCROWDSTRIKE HLDGS INC | 1,695 | $597.6M | 0.05% | |
| 236 | ASMLASML HOLDING N V | 899 | $595.7M | 0.05% | |
| 237 | CBCHUBB LIMITED | 1,899 | $573.5M | 0.05% | |
| 238 | DFUSDIMENSIONAL ETF TRUST | 9,462 | $572.3M | 0.05% | |
| 239 | WELLWELLTOWER INC | 3,644 | $558.3M | 0.05% | |
| 240 | BGRNISHARES TR | 11,723 | $555.2M | 0.05% | |
| 241 | EFAISHARES TR | 6,769 | $553.3M | 0.05% | |
| 242 | EFXEQUIFAX INC | 2,257 | $549.7M | 0.05% | |
| 243 | TSCOTRACTOR SUPPLY CO | 9,960 | $548.8M | 0.05% | |
| 244 | NBIXNEUROCRINE BIOSCIENCES INC | 4,910 | $543.0M | 0.04% | |
| 245 | DRIDARDEN RESTAURANTS INC | 2,611 | $542.5M | 0.04% | |
| 246 | TAT&T INC | 19,068 | $539.3M | 0.04% | |
| 247 | TRVCCITIGROUP INC | 7,571 | $537.5M | 0.04% | |
| 248 | DYHTARGET CORP | 5,137 | $536.1M | 0.04% | |
| 249 | FTECFIDELITY COVINGTON TRUST | 3,322 | $535.7M | 0.04% | |
| 250 | WFCWELLS FARGO CO NEW | 7,363 | $528.6M | 0.04% | |
| 251 | AIRRFIRST TR EXCHANGE TRADED FD | 7,706 | $525.6M | 0.04% | |
| 252 | FSSFEDERAL SIGNAL CORP | 7,140 | $525.1M | 0.04% | |
| 253 | FHIFEDERATED HERMES INC | 12,743 | $519.5M | 0.04% | |
| 254 | ELVELEVANCE HEALTH INC | 1,188 | $516.8M | 0.04% | |
| 255 | AZOAUTOZONE INC | 134 | $510.9M | 0.04% | |
| 256 | UTGREAVES UTIL INCOME FD | 15,609 | $507.9M | 0.04% | |
| 257 | IWNISHARES TR | 3,350 | $505.7M | 0.04% | |
| 258 | MOATVANECK ETF TRUST | 5,679 | $499.7M | 0.04% | |
| 259 | TDVPROSHARES TR | 6,777 | $493.7M | 0.04% | |
| 260 | XLFSELECT SECTOR SPDR TR | 9,829 | $489.6M | 0.04% | |
| 261 | MARMARRIOTT INTL INC NEW | 2,053 | $489.0M | 0.04% | |
| 262 | ICEINTERCONTINENTAL EXCHANGE IN | 2,831 | $488.3M | 0.04% | |
| 263 | SLBSCHLUMBERGER LTD | 11,652 | $487.1M | 0.04% | |
| 264 | CITHE CIGNA GROUP | 1,443 | $474.7M | 0.04% | |
| 265 | RSGREPUBLIC SVCS INC | 1,935 | $468.6M | 0.04% | |
| 266 | SJMSMUCKER J M CO | 3,927 | $465.0M | 0.04% | |
| 267 | EAGGISHARES TR | 9,761 | $463.5M | 0.04% | |
| 268 | METMETLIFE INC | 5,759 | $462.4M | 0.04% | |
| 269 | LNCLINCOLN NATL CORP IND | 12,632 | $453.6M | 0.04% | |
| 270 | INTUINTUIT | 736 | $451.9M | 0.04% | |
| 271 | COPCONOCOPHILLIPS | 4,285 | $450.0M | 0.04% | |
| 272 | XLCSELECT SECTOR SPDR TR | 4,634 | $446.9M | 0.04% | |
| 273 | SUSAISHARES TR | 3,864 | $443.8M | 0.04% | |
| 274 | IEMGISHARES INC | 8,162 | $440.5M | 0.04% | |
| 275 | OREALTY INCOME CORP | 7,506 | $435.4M | 0.04% | |
| 276 | PSEPINNOVATOR ETFS TRUST | 11,205 | $430.4M | 0.04% | |
| 277 | OTISOTIS WORLDWIDE CORP | 4,128 | $426.0M | 0.03% | |
| 278 | PAPRINNOVATOR ETFS TRUST | 11,943 | $425.9M | 0.03% | |
| 279 | PHYS/USPROTT PHYSICAL GOLD TR | 17,647 | $424.6M | 0.03% | |
| 280 | ACNACCENTURE PLC IRELAND | 1,355 | $422.8M | 0.03% | |
| 281 | WSOWATSCO INC | 831 | $422.4M | 0.03% | |
| 282 | ULUNILEVER PLC | 7,073 | $421.2M | 0.03% | |
| 283 | NUBDNUSHARES ETF TR | 18,714 | $415.2M | 0.03% | |
| 284 | NVSNNOVARTIS AG | 3,661 | $408.1M | 0.03% | |
| 285 | ESGUISHARES TR | 3,336 | $406.7M | 0.03% | |
| 286 | LIESUN LIFE FINANCIAL INC. | 6,982 | $399.8M | 0.03% | |
| 287 | VCLTVANGUARD SCOTTSDALE FDS | 5,195 | $394.4M | 0.03% | |
| 288 | USLMUNITED STS LIME & MINERALS I | 4,450 | $393.3M | 0.03% | |
| 289 | SYYSYSCO CORP | 5,237 | $393.0M | 0.03% | |
| 290 | VFLOVICTORY PORTFOLIOS II | 11,335 | $388.6M | 0.03% | |
| 291 | UPSUNITED PARCEL SERVICE INC | 3,516 | $386.8M | 0.03% | |
| 292 | BDXBECTON DICKINSON & CO | 1,682 | $385.3M | 0.03% | |
| 293 | YUMYUM BRANDS INC | 2,444 | $384.6M | 0.03% | |
| 294 | USXFISHARES TR | 8,214 | $383.3M | 0.03% | |
| 295 | GPCGENUINE PARTS CO | 3,199 | $381.1M | 0.03% | |
| 296 | GLDMWORLD GOLD TR | 6,105 | $377.8M | 0.03% | |
| 297 | BKBANK NEW YORK MELLON CORP | 4,496 | $377.1M | 0.03% | |
| 298 | SIRISIRIUSXM HOLDINGS INC | 16,691 | $376.3M | 0.03% | |
| 299 | TRGPTARGA RES CORP | 1,872 | $375.3M | 0.03% | |
| 300 | AMTAMERICAN TOWER CORP NEW | 1,725 | $375.3M | 0.03% |